Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional overview of the Finance and SCM modules.
- ERP architecture and navigation.
Module 2 – Managing Vendors and Customers
- Creating and categorizing vendors and customers.
- Vendor collaboration and approval processes.
Module 3 – Configuring Taxes
- Establishing VAT and tax authority settings.
- Defining tax groups and codes.
Module 4 – Handling Purchase Orders, Invoices, and Payments
- Creating and managing purchase orders.
- Invoice posting and approval procedures.
- Scheduling and reconciling payments.
Module 5 – Inventory and Logistics Management
- Tracking inventory and managing warehousing.
- Handling inbound and outbound operations.
- Setting up and parameterizing logistics.
Module 6 – Accounting and Procurement Workflows
- The complete procurement and payment cycle.
- Integration between the general ledger and subledgers.
Module 7 – Functional Support Case Studies
- Common configuration scenarios.
- Validation and managing exceptions.
- Diagnosing errors and documenting issues.
Conclusion and Recommended Next Steps
Requirements
- Basic knowledge of financial and supply chain processes within ERP systems.
- Prior experience with SAP or other enterprise ERP solutions.
- Familiarity with workflows in accounting, procurement, and inventory management.
Target Audience
- Finance and supply chain professionals transitioning to Dynamics 365.
- ERP functional consultants.
- Internal support teams tasked with configuration and validation.
